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What's New - July 14th, 2025

Retroactively update journal entry dissections

Dissect Function for Posted Journal Entries

What is it?

A new “Dissect” action has been added to the General Ledger Transaction Search page. This allows authorized users to update certain fields of posted journal entries without needing to unpost or edit the original journals.

Why it matters

Previously, correcting or adjusting a posted journal entry required reversing or unposting the original transaction, which could be time-consuming and risk compromising audit integrity. With the new Dissect function:

  • Faster corrections: Make adjustments without reversing journals.

  • Less disruption: Avoid interfering with the original source documents.

  • Improved control: Edits are limited and audited, preserving data consistency where it matters most.

How it works

To use the Dissect function:

  1. Enable the setting:

    • A new option, “Allow changes to dissections of posted journal entries?”, has been added to the Accounting Options in the SET UP FILES.

    • This setting is off by default and must be enabled to use the new function.

  2. Access the Dissect button:

    • Once enabled, users with posting rights will see a “Dissect” button on the General Ledger Transaction Search page, located next to the Reconcile button.

      • Click on a journal transaction to view the button.

    • Only users with unrestricted or posting rights for journals will have access to this feature.

  3. Make changes:

  • After selecting journal entry records and clicking Dissect, users are taken to a dedicated update page titled “Change Journal Entry Dissections.”

  • A clear disclaimer reminds users that changes affect only the journal entries—not the original transactions that may have generated them (e.g., invoices).

  • The following updates can be made:

    • Department

    • Journal Description

    • Job Number

    • Client (only available if Job Number is not selected)

    • Employee
    • Task Type
    • Supplier

 

 

Billable Checkbox Added to Manage> Credit Card Form

What is it?

A new “Billable” checkbox has been added to the Manage > Credit Card Entry form, giving users the ability to flag individual transactions as billable at the point of entry.

Why it matters

This gives managers and credit card transaction approvers visibility into whether a credit card expense has been marked as billable or non-billable by the expense user. Prior to this enhancement, the manager or approver had to wait until the credit card transaction has been converted into a supplier invoice to view and make corrections if needed. 

How it works

  • When entering a new credit card transaction, users will now see a “Billable” checkbox on the form.

  • Simply check this box to mark the transaction as billable.

  • The billable status will be retained and reflected in downstream processes, including job costing and client invoicing workflows.

When is it needed?

Use the Billable checkbox when:

  • The expense is directly related to a client project and should be reimbursed.

  • You want to flag chargeable expenses during data entry instead of retroactively.

  • You're aiming to streamline invoicing and reduce billing errors.